Latest Episodes
May 02, 2025
How to Give More to Charity & Less to the IRS
If you're already donating to charity, why not get the maximum tax benefits? Daniel and Raz discuss strategic ways to give—like donor-advised funds, QCDs,...
00:14:42
April 25, 2025
Can You Afford a Market Crash in Retirement? Here’s How to Prepare
Market downturns can devastate your retirement if they happen at the wrong time. Daniel and Raz discuss the "sequence of returns risk" and how...
00:14:25
April 18, 2025
Are Annuities a Smart Retirement Strategy or a Bad Investment?
You’ve heard conflicting opinions—some say annuities are the best way to guarantee income, while others say they’re a ripoff. So what’s the truth? Daniel...
00:14:38
April 11, 2025
The Best and Worst Assets to Leave Your Heirs
Not all inheritances are created equal. Some assets can be passed down tax-free, while others come with hefty tax burdens. In this episode, Daniel...
00:14:07
April 04, 2025
Is Your Retirement Safe? Protecting Your Savings from Market and Policy
With concerns about market volatility and new government policies, many retirees and pre-retirees are wondering if their savings are secure. Daniel and Raz tackle...
00:14:30
March 28, 2025
Is Life Insurance Worth It After 60? The Hidden Wealth Transfer Strategy
Think you’re too old for life insurance? Think again. Daniel and Raz explain why life insurance can be a powerful estate planning tool—even for...
00:14:41